Transfer a client's company file to a new accountant (accounting businesses)

If you are an accountant who processes payroll for a client under your own QuickBooks Payroll subscription, you must take extra precautions when transferring the client's company file to another accountant. Why?

These extra precautions ensure that your payroll service key and account information are not transferred with the company file when your client changes accountants.

When you click the manual payroll setting link, the change is applied immediately. We recommend that you keep a backup of the company file until you send the file to the client or to the new accountant.